Book Image

Salesforce Sales Cloud – An Implementation Handbook

By : Kerry Townsend
Book Image

Salesforce Sales Cloud – An Implementation Handbook

By: Kerry Townsend

Overview of this book

Salesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology. This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute. As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases. By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.
Table of Contents (20 chapters)
1
Part 1:Building the Fundamentals
7
Part 2: Preparing to Release
13
Part 3: Beyond the Fundamentals

In-App Guidance

In-App Guidance is not an automation tool, but it can be set up to provide in-app information and prompts on how to use Sales Cloud at the time Users are accessing the screens where actions should take place. It is uniquely positioned to present Users with helpful information right at the point when they need it.

In this section, we explore why you should use In-App Guidance and some of its common Sales Cloud use cases.

Why use In-App Guidance?

In-App Guidance offers just-in-time information for Users as they use the system. Once the prompts are created, they can be activated periodically to remind Users of system usage best practices.

With the standard Sales Cloud license, it is possible to have three In-App Guidance prompts running at any given time.

Common Sales Cloud use cases

Some common use cases for In-App Guidance are providing guidance on new Sales Cloud functionalities and guiding new Users on core Sales Process and using Opportunities, on...